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Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $134,511 | $97,550+37.9% | $120,344+11.8% | $87,485+53.8% |
| Participation rate | 100.0% | 72.8%+27.2pp | 76.7%+23.3pp | 68.9%+31.1pp |
| Annual return | 0.73% | 18.41%-17.7pp | 20.30%-19.6pp | 26.06%-25.3pp |
| Employer contribution / active EE | $7,903 | $2,291+245.0% | $3,020+161.7% | $2,596+204.4% |
| Participant deferral / active EE | $0 | $4,230-100.0% | $5,135-100.0% | $4,274-100.0% |
| Admin fee / account holder | $7,997 | $9,543-16.2% | $12,742-37.2% | $7,775+2.9% |